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Invesco S&P 500 Equal Weight ETF

1,141 hedge funds and large institutions have $19B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 429 increasing their positions, 308 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+146
Holders Change %
+14.67%
% of All Funds
17.62%
Holding in Top 10
134
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.52%
% of All Funds
2.07%
New
216
Increased
429
Reduced
308
Closed
47
Calls
$88.6M
Puts
$215M
Net Calls
-$127M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
826
JSF Financial
California
$389K
TCOT
827
Trust Company of Toledo
Ohio
$384K
PCA
828
Personal Capital Advisors
California
$383K +$81.6K +592 +27%
Wolverine Trading
829
Wolverine Trading
Illinois
$376K -$990K -6,075 -72%
RA
830
RFG Advisory
Alabama
$376K +$21.8K +134 +6%
Betterment LLC
831
Betterment LLC
New York
$373K +$30.4K +187 +9%
CG
832
Castellan Group
Kentucky
$371K +$371K +2,282 New
Parallax Volatility Advisers
833
Parallax Volatility Advisers
California
$367K -$2.44M -14,998 -87%
KCM
834
Kanawha Capital Management
Virginia
$365K -$12.5K -77 -3%
WSTAM
835
Wilbanks Smith & Thomas Asset Management
Virginia
$361K
NCM
836
Noesis Capital Mangement
Florida
$359K -$10.7K -66 -3%
CP
837
Camelot Portfolios
Ohio
$358K +$358K +2,201 New
SFG
838
Sowa Financial Group
Rhode Island
$356K -$26.1K -160 -7%
TFCP
839
Twin Focus Capital Partners
Massachusetts
$356K +$3.74K +23 +1%
WB
840
West Bancorporation
Iowa
$356K +$356K +2,189 New
LWA
841
Lenox Wealth Advisors
New York
$353K
MFG
842
Merit Financial Group
Georgia
$351K
RWA
843
Ropes Wealth Advisors
Massachusetts
$350K
TCOV
844
Trust Company of Vermont
Vermont
$350K
GI
845
GS Investments
Minnesota
$349K -$23.5K -144 -6%
LFA
846
Legend Financial Advisors
Pennsylvania
$348K +$975 +6 +0.3%
VAG
847
VisionPoint Advisory Group
Texas
$348K +$6.69K +43 +2%
PCMC
848
Private Capital Management (Colorado)
Colorado
$346K +$346K +2,128 New
DOA
849
D'Orazio & Associates
Virginia
$341K
ACM
850
AlphaStar Capital Management
North Carolina
$338K -$34.4K -213 -9%